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First Bank & Trust’s S&P Global SPGI Stock Holding History

First Bank & Trust’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526K Sell
1,292
-228
-15% -$96.3K 0.08% 168
2026
Q1 		$647K Sell
1,520
-657
-30% -$305K 0.1% 132
2025
Q4 		$1.14M Sell
2,177
-54
-2% -$26.7K 0.19% 94
2025
Q3 		$1.09M Sell
2,231
-756
-25% -$405K 0.18% 92
2025
Q2 		$1.58M Sell
2,987
-978
-25% -$488K 0.28% 74
2025
Q1 		$2.01M Sell
3,965
-59
-1% -$30.1K 0.39% 58
2024
Q4 		$2M Buy
4,024
+150
+4% +$76.1K 0.38% 59
2024
Q3 		$2M Buy
3,874
+71
+2% +$35.1K 0.38% 64
2024
Q2 		$1.7M Sell
3,803
-8
-0.2% -$3.43K 0.35% 69
2024
Q1 		$1.62M Buy
3,811
+25
+0.7% +$10.8K 0.34% 73
2023
Q4 		$1.67M Buy
3,786
+457
+14% +$180K 0.4% 63
2023
Q3 		$1.22M Sell
3,329
-67
-2% -$26.3K 0.32% 77
2023
Q2 		$1.36M Buy
3,396
+185
+6% +$67.6K 0.35% 73
2023
Q1 		$1.11M Buy
3,211
+316
+11% +$111K 0.29% 84
2022
Q4 		$970K Buy
2,895
+326
+13% +$107K 0.27% 84
2022
Q3 		$784K Buy
2,569
+492
+24% +$176K 0.29% 85
2022
Q2 		$700K Buy
2,077
+1,344
+183% +$479K 0.23% 87
2022
Q1 		$301K Buy
+733
New +$299K 0.09% 138

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

First Bank & Trust's SPGI Position: Q2 2026 in Review

First Bank & Trust reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $96.3K and leaving 1,292 shares worth $526K. The position accounts for 0.08% of the portfolio, ranked #168.

First Bank & Trust first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.01M in Q1 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • First Bank & Trust held 1,292 shares of S&P Global worth $526K as of Q2 2026.
  • First Bank & Trust sold 228 S&P Global shares in Q2 2026, an estimated $96.3K.
  • S&P Global made up 0.08% of First Bank & Trust's portfolio in Q2 2026, its #168 holding.
  • First Bank & Trust first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • First Bank & Trust's S&P Global position peaked at $2.01M in Q1 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.